Creating Reports

COMING SOON!

When you create a new report, you can customize it by choosing the data you want to see.

Creating a New Report

Step 1: Access to the Reports tab on the sidebar

Step 2: Click the Create Report button to get started.

Step 3: Then you'll need to set the filters for the report. These include:

1. Projects – Select one or more projects to include in the report.

2. Members or Teams – Choose the individuals or teams whose data you want to track.

3. Time Range – Set the period for the report. You can choose from two options depending on your needs: Dynamic Range and Fixed Range

• Dynamic Range: Select a relative date range (e.g., This week, Last 30 days). The time range and the data updates automatically based on the current date.

• Fixed Range: Select a custom date range. The start date and end date will be fixed.

4. Filter Controls – You can customize the report view types by:

• Approved / Pending / Rejected Timelogs - Show time logs status

• Capacity vs Scheduled - Show capacity and scheduled time bars

• Scheduled vs Logged - Show scheduled and logged time bars

• Days/ Weeks / Months: Group the data by days, weeks, or months within the selected time range

After setting the filters, you will need to save the report. Follow these steps below to complete the process.

Saving the Report

1. Click the Save button at the top-right corner of the page.

2. In the Save report popup:

   1. Name your report (Required).

   2. Add a description to help explain the purpose or content of the report (Optional).

   3. When saving a report, you can choose to keep it Private or make it Public:

Private Report:

• Private (toggle ON): Only the members you share the report with can view it. However, only the report owner can edit or delete it.
• Under Share with, select the members you want to give view-only access to.

Public Report:

• Private (toggle OFF) The report is visible to all users in the workspace. However, only the report owner can edit or delete it.

3. Click the Save button to confirm.

Learn more:

→ Editing & Deleting Reports

→ Sharing Reports